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Original filing (PDF)20251015134037NAL0009519106001
STRATA, INC.
Form 5500
FILING_RECEIVED
STRATA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
125
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATA, INC..
Plan sponsor
Name
STRATA, INC.
EIN
82-0377184
Address
8653 W. HACKAMORE DRIVE · BOISE, ID · 837091667
Phone
(208) 376-8200
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SORREN CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $613 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY | — | LIBERTY LAKE, WA | CONTRACT ADMIN | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SORREN CPAS, P.C. | — | MERIDIAN, ID | AUDITOR | $10K | — |
Investments
35 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual R3 Mutual Funds | — | — | — | $1.2M | 15.6% | |
| American Funds Growth Fund Of Amer R3 Mutual Funds | — | — | — | $608K | 7.9% | |
| American Funds 2050 Trgt Date Retire R3 Mutual Funds | — | — | — | $603K | 7.9% | |
| American Funds 2025 Trgt Date Retire R3 Mutual Funds | — | — | — | $595K | 7.8% | |
| American Funds 2055 Trgt Date Retire R3 Mutual Funds | — | — | — | $482K | 6.3% | |
| American Funds American Balanced R3 Mutual Funds | — | — | — | $409K | 5.3% | |
| American Funds Europacific Gr R3 Mutual Funds | — | — | — | $371K | 4.8% | |
| American Funds Amcap Fund R3 Mutual Funds | — | — | — | $363K | 4.7% | |
| American Funds 2045 Trgt Date Retire R3 Mutual Funds | — | — | — | $358K | 4.7% | |
| American Funds Invest Co Of America R3 Mutual Funds | — | — | — | $330K | 4.3% | |
| American Funds Inc Fund Of Amer R3 Mutual Funds | — | — | — | $274K | 3.6% | |
| American Funds New Perspective R3 Mutual Funds | — | — | — | $221K | 2.9% | |
| American Funds 2030 Trgt Date Retire R3 Mutual Funds | — | — | — | $218K | 2.8% | |
| American Funds Capital World G/ R3 Mutual Funds | — | — | — | $215K | 2.8% | |
| American Funds Us Govt Money Market R3 Mutual Funds | — | — | — | $210K | 2.7% | |
| Invesco Small Cap Equity R Mutual Funds | — | — | — | $205K | 2.7% | |
| American Funds Bond Fund Of Amer R3 Mutual Funds | — | — | — | $147K | 1.9% | |
| American Funds 2060 Trgt Date Retire R3 Mutual Funds | — | — | — | $117K | 1.5% | |
| American Funds 2065 Trgt Date Retire R3 Mutual Funds | — | — | — | $97K | 1.3% | |
| American Funds 2040 Trgt Date Retire R3 Mutual Funds | — | — | — | $84K | 1.1% | |
| American Funds American Hi Inc Tr R3 Mutual Funds | — | — | — | $75K | 1.0% | |
| Franklin Rising Dividends R Mutual Funds | — | — | — | $72K | 0.9% | |
| Invesco Oppenheimer Intl Growth R Mutual Funds | — | — | — | $56K | 0.7% | |
| American Funds Interm Bd Fd Of Amer R3 Mutual Funds | — | — | — | $54K | 0.7% | |
| American Funds Capital Income Builder R3 Mutual Funds | — | — | — | $51K | 0.7% | |
| American Funds 2035 Trgt Date Retire R3 Mutual Funds | — | — | — | $48K | 0.6% | |
| American Funds International Gr & Inc R3 Mutual Funds | — | — | — | $43K | 0.6% | |
| Fidelity Advisor Global Commodity Stk M Mutual Funds | — | — | — | $37K | 0.5% | |
| Invesco Main Street Mid Cap R Mutual Funds | — | — | — | $30K | 0.4% | |
| Invesco Developing Markets R Mutual Funds | — | — | — | $23K | 0.3% | |
| American Funds Capital World Bond Fd R3 Mutual Funds | — | — | — | $23K | 0.3% | |
| Maturing through September 2029 | — | — | — | $16K | 0.2% | |
| Invesco Global Real Estate R Mutual Funds | — | — | — | $13K | 0.2% | |
| American Funds 2010 Trgt Date Retire R3 Mutual Funds | — | — | — | $6K | <0.1% | |
| American Funds Us Government Sec R3 Mutual Funds | — | — | — | $6K | <0.1% |
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